Business Intelligence Solutions

for the Sage ERP Portfolio

Sage Enterprise Intelligence
and Sage Intelligence

What is business intelligence?

Business intelligence is an
umbrella term that refers to a
variety of software applications
used to analyze an organizations
raw data.
Source: http://www.cio.com/article/40296/Business_Intelligence_Definition_and_Solutions

Why business intelligence?

Data volume is
growing 56% year
over year
Source: Aberdeen GroupData Management for BI: Getting Accurate Decisions from Big DataJanuary 2013

Too much data, not enough

information
Too little data used for business
analysis

46%

Data is too fragmented/siloed

42%

Many decisions based on

inaccurate/incomplete data

42%

More business managers want

analytics

28%

Volume/complexity of business
data is overwhelming

24%
0%

Source: Aberdeen GroupERP and BI in the SMBJuly 2013

10%

20%

30%

40%

50%

Managers need more time

66% of managers
admitted to having less
time to make decisions
Source: Aberdeen GroupAgile Data Integration: The SMB PerspectiveDecember 2012

Life without business intelligence

Seven in ten organizations spend more time:
Waiting for data
Preparing for data
Reviewing data for quality and accuracy

Instead of analyzing the data!

Source: Ventana ResearchBusiness Analytics: Benchmarking the Analysis of Data To Gain InsightMarch 2011

The system holds the clues

Better data
+
Time to analyze data
=
Better business decisions

Sage ERP Solutions

Core Reporting Capabilities
Sage 300 ERP Core Analytics include user dashboard (portal),
Financial Reporter, inquiries, statistics and Crystal Reports
Sage 500 ERP Core Analytics include user dashboard (portal),
web reports, SQL reporting, business insights explorer and
analyzer, Crystal Reports and Sage Intelligence Reporter
Sage ERP X3 Core Analytics include user dashboards (portal),
inquiries, statistics, SQL requesters, financial data extractor (FDE)
and Crystal Reports

With Sage Intelligence

we have converted
weeks of repetitive work
every month into a few
hours. Now thats what I
call a measurable return
on investment.
Ravind Sukdeo, Financial Director,
Bidfreight Port Operations (Pty) Ltd

Sage Intelligence
Control, Automate and Analyze within Excel
Fully integrates with Sage 50 U.S. and Canadian Edition, Sage 100 ERP,
Sage 300 ERP, Sage 500 ERP and Sage ERP X3

Sage Intelligence
Gain control of your data
Edit and view reports through the familiar
interface of Microsoft Excel.
Store and run reports in a controlled and secure
environment.
Create financial reports with drag-and-drop tools.

Sage Intelligence
Automate your reporting
Run reports at the click of a button.
Automatically distribute reports to anyone who
needs them.
Schedule the routine running of reports.

Sage Intelligence
Analyze your business
See data from your
entire business.
Create dashboards
of your KPIs with
charts and graphs.
Drill down into your
reports with the
click of a button.

It is easily twice as fast

as our former reporting
tools. That speed
means our staff spends
less time looking for
data and more time
acting on that data.
Marc Lefebvre, Vice President & CIO,
Ganong Bros. Limited

14

Sage Enterprise Intelligence

Product Positioning
Self-Service, Comprehensive Business Intelligence
Reduce time spent on business analysis
and reporting.
Empower any users to analyze and
report on financial and operational
data without needing assistance from
others.
Simplify and accelerate the distribution
of relevant information across the
organization, for coherent and betterinformed decision-making.

Key Features
Powerful, Yet Intuitive for Users

Comprehensive Analytics and Reporting

on Any or Multiple Sources

Self-Service: for executives,

managers and business users

Live and Secure ERP Integration

Web Interface, Mac/Win

Dashboarding
Geospatial Analysis
Automatic distribution of reports

Big Data / OLAP Processing

Mobile
Excel Add-In

Sage Enterprise Intelligence

Web Access
Real-time access to ERP and other data sources
Some Key Features and Benefits include:

Intuitive user Interface fully integrated with

Sage 300 ERP, Sage 500 ERP and Sage ERP X3

Access to KPIs and dashboards to easily

share information as well as leverage
pre-built templates and drill-down into
transactional data.

Centralized security layer

Data entry (ie. Budgeting)

Distribution module

Data warehouse and consolidation (OLAP)

17

Sage Enterprise Intelligence

Mobility
Anytime, Anywhere Intelligence
Mobile Business Intelligence provides users immediate access to real-time enterprise information
from mobile devices. Users out in the field are able to view and analyze business data, easily and
instantaneously, resulting in better decision making and increased productivity.
Features
Intuitive User Interface
Delivers real-time data
Fingertip analysis with KPIs and drill-down
Worry-free secure access

Benefits
Remote access to enterprise data
Quick access to key metrics
Improves decision making
Enhance Corporate Performance

Sage Enterprise Intelligence

Excel Add-In
Empowers users with a dynamic and powerful means of accessing real-time information within
Microsoft Excel, eliminating the need for users to rely on IT resources to pull data for them.
Some Key Features and Benefits include:

Install and configure quickly to integrate seamlessly

between Excel and data sources.

Increase productivity by eliminating manual entry.

Access enterprise data securely and share Excel

documents without compromising security.

Produce real-time financial statements and reports

Drill into real-time transactional data within Excel.

Easy to consolidate information from multiple data

sources.

Business Intelligence
Portfolio Positioning

Usability
Interfaces

Executives,
Managers and
Business users
Self-Service

ERP Power users,

Data Analysts,
Administrator

Sage
Intelligence

Sage
Enterprise
Intelligence
From $4,000

Sage 300 ERP

and 500 ERP
Core Reports

From $99/month*

Included with ERP license

Standard Inquiries
Financial Reporting

*The Sage Intelligence subscription is tiered by the number of required users

Analytical
Functionality

Big Data

Differences between Sage Intelligence and

Sage Enterprise Intelligence
Sage Intelligence

Sage Enterprise Intelligence

Must-have for Financials

Comprehensive Reporting

Ideal for users who perform a majority

of analysis in Microsoft Excel

Complete reporting for full ERP across

mobile, web and Excel

Financial report designer with drag

and drop capabilities and reporting
trees

Easy to use/create graphical analytics

and dashboards with drag and drop

Multiple templates across modules

available out of the box

Multiple templates (Processes) across

modules available out of the box
allows users to create many real-time
views (reports)

Great scheduling and distribution

capabilities

Great scheduling and distribution

capabilities with field-level security
and the ability to add mobile portal

A Need for Both Reporting Solutions?

Sage Intelligence

Sage Enterprise Intelligence

Client has pure Excel-based report

requirements

Client has strong user-based reporting

requirements for operations

Easy financial report design is a key selling

point with Report Designer

Requires self-service reporting and analysis

Need for distributing reports across the

enterprise with security

Mobile reporting is a key selling point

Strong and easy to use interface for building

new report views graphical, table, etc.

Multiple graphical report view options,

including bubble graphs, geospatial analysis,
etc.

Extensive templates are provided for

operations and financial transactions

Multi-company and multi-site requirements

can be addressed with reporting trees

Report distribution with Excel cell references

for email messages

Strong graphical report designer front-end

without complex Excel knowledge

Financial and Operations report templates

are provided

The Right Solution for Customer Needs

EXECUTIVE

OPERATIONS

FINANCE

COMMON CUSTOMER REQUIREMENTS

BEST FIT

Requires reporting for financial statements and analysis. All

reporting is done in Excel. Would like to build reports using tree
structure and distribute reports across the organization. Users
are fluent in Excel.

Sage Intelligence

Requires real-time reporting across multiple modules. Need to

build reports on the fly. Multiple users reporting off of the same
data, but require different views for informational purposes.

Sage Intelligence and/or

Sage Enterprise Intelligence

Users are not always tied to Excel, or even in the office;

therefore, needing more functionality.

Sage Enterprise Intelligence

Requires interactive dashboard-level reporting and quick access

to key performance indicators. Strong comfort level in Excel, but
may also benefit from web or mobile portal.

Sage Intelligence and/or

Sage Enterprise Intelligence

Business Intelligence for

Sage ERP Solutions

Reduce time spent on

analysis & reporting,

and make faster,

better-informed
decisions.